Social Security PlanningIncome PlanningRetirement Planning401k/IRA RolloversTax StrategiesFinancial Education
About Mark Stimpson — Renton, Washington
Mark Stimpson is a founder and managing partner of Elevated Financial Management and owner and president of Mark A Stimpson and Associates Inc. in Renton, Washington. His company mission is based on the core principle that education is truly needed to fully understand one's current financial situation and then be able to implement the different income, investment, or tax strategies that will lead to a stress-free and successful retirement.
Professional Credentials
Mark is a nationally certified Social Security Advisor and teaches both Income and Social Security planning at two local community colleges in the greater Seattle, Washington area. He is also an expert on the many different rollover strategies for 401k's, IRA's, 403b's, TSP's, and any other qualified retirement plans. Mark is also an IAR (Investment Advisor Representative), a Certified Retirement Planner, Certified Financial Educator, and a Certified Senior Advisor.
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Frequently Asked Questions About Financial Advisors in Renton, Washington
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.